Finance
Financial Planning Apprentice
RADIANT FINANCIAL PLANNING LIMITED · DAVIES LEARNING SOLUTIONS LIMITED
Location
Sovereign Place 20 The Point
Postcode
LE16 7QU
Salary
Competitive
Duration
2 Years
Hours per week
35h
Positions available
1
Degree awarded
Paraplanner and financial planner (level 4)
Start date
1 August 2026
Application deadline
31 July 2026
Posted
19 June 2026
Vacancy reference
2000037163
About the role
- Support with case management and workflow tracking
- Prepare and check client files for accuracy and compliance
- Update systems and ensure records are complete
- Help capture and maintain key client information
- Assist with quality checking and reducing administrative errors
Working week
Monday to Thursday 08:45 - 17:15 with 1-hour lunch. Friday 08:45 - 14:15.
Skills
Communication skillsAttention to detailOrganisation skillsCustomer care skillsAdministrative skillsTeam working
Required qualifications
Essential
A Level · Any Subject · Grade Any
Training & development
Paraplanner and Financial Planner Level 4.
Training will take place online through a specialist training provider to help you get the most out of your qualification.
Future prospects
The role is expected to develop over the course of the apprenticeship, and the candidates can expect to gain exposure to many parts of financial services. This role would suit someone who would be looking at long term career goals of a Financial Planner or similar.
Company benefits
- Early finish every Friday at 2:15pm + flexible working
- 28 days annual leave + bank holidays
- Income protection
- MediCash health portal
About RADIANT FINANCIAL PLANNING LIMITED
We are a national group bringing together financial planning, asset management and platform services into one seamless experience.
Contact name
Ellie Higgins
Contact email
ellie.higgins@radiantfinancial.co.uk